find_leads
Find Leads
Search and list leads (sales opportunities) in Nutshell CRM. Supports pagination, sorting, and filtering by status, assignee, and other criteria.
find_leads
Search and list leads (sales opportunities) in Nutshell CRM. Supports pagination, sorting, and filtering by status, assignee, and other criteria.
update_account
Update an existing account (company) in Nutshell CRM. Provide the account ID and the fields to update. The current revision is fetched automatically for concurrency control.
list_products
List products available in Nutshell CRM. Products can be associated with leads to track what is being sold.
create_account
Create a new account (company) in Nutshell CRM. Accounts can be linked to contacts and leads. Supports URLs, phone numbers, addresses, industry, and custom fields.
search_crm
Perform a universal search across all entity types in Nutshell CRM. Searches contacts, accounts, leads, and other entities simultaneously. Returns lightweight stub results for fast performance.
find_contacts
Search and list contacts in Nutshell CRM. Supports pagination, sorting, and filtering. Use this to find contacts by various criteria or to list all contacts.
get_timeline
Retrieve the timeline of interactions and changes for a contact, account, or lead in Nutshell CRM. Shows the history of activities, notes, and modifications.
create_lead
Create a new lead (sales opportunity) in Nutshell CRM. Leads can be associated with contacts, accounts, products, sources, and competitors. Supports setting value, confidence, and custom fields.
get_contact
Retrieve a contact (person) by ID from Nutshell CRM. Returns full contact details including emails, phones, associated accounts, and custom fields.
get_account
Retrieve an account (company) by ID from Nutshell CRM. Returns full account details including contacts, leads, URLs, and custom fields.
list_users_teams
List users and/or teams in Nutshell CRM. Use this to discover available assignees for leads, tasks, and activities.
update_contact
Update an existing contact in Nutshell CRM. Provide the contact ID and the fields to update. The current revision is fetched automatically for concurrency control.
create_contact
Create a new contact (person) in Nutshell CRM. Contacts can be associated with accounts and leads. Supports email addresses, phone numbers, addresses, and custom fields.
get_lead
Retrieve a lead (sales opportunity) by ID from Nutshell CRM. Returns full lead details including status, value, associated contacts, accounts, products, stage, and custom fields.
update_lead
Update an existing lead in Nutshell CRM. Supports changing status, value, confidence, stage, assignee, contacts, accounts, and custom fields. Can be used to move leads between stages or mark outcomes.
find_accounts
Search and list accounts (companies) in Nutshell CRM. Supports pagination, sorting, and filtering.
list_activity_types
List all available activity types in Nutshell CRM (e.g., Call, Meeting, Email). Use this to discover activity type IDs for creating activities.
find_activities
Search and list activities in Nutshell CRM. Activities represent logged interactions such as calls, meetings, and emails.
add_note
Add a note to a contact, account, or lead in Nutshell CRM. Notes are used to record important information and interactions.
create_task
Create a new task in Nutshell CRM for tracking follow-ups and action items. Tasks can be assigned to users and associated with leads.
list_sources
List lead sources in Nutshell CRM. Sources identify where leads originate from (e.g., referral, website, trade show).
list_pipelines_stages
List all available milestones (stages) in Nutshell CRM. Use this to discover pipeline stages that leads can be moved through, which is required when updating a lead's stage.
create_activity
Log a new activity (call, meeting, email, etc.) in Nutshell CRM. Activities can be associated with leads and participants to track interactions.
Manage CRM data for small and medium-sized businesses. Create, retrieve, update, and search contacts, accounts, and leads. Track sales pipelines by moving leads between stages, assigning owners, and recording outcomes (won/lost). Log activities such as calls, meetings, and emails. Create and manage tasks for follow-ups. Add notes and files to records. Associate products, competitors, sources, and custom fields with leads. Retrieve users, teams, tags, markets, industries, and pipeline configurations. Access entity timelines for interaction history. Receive webhooks for changes to leads, contacts, accounts, activities, products, and competitors.
Common questions about connecting Nutshell to AI agents with Metorial.